Integrated Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,290
| Closed | -$97K | – | 430 |
|
|
2016
Q3 | $97K | Hold |
1,290
| – | – | 0.03% | 322 |
|
|
2016
Q2 | $104K | Hold |
1,290
| – | – | 0.04% | 309 |
|
|
2016
Q1 | $99K | Hold |
1,290
| – | – | 0.04% | 286 |
|
|
2015
Q4 | $83K | Sell |
1,290
-156
| -11% | -$10K | 0.04% | 306 |
|
|
2015
Q3 | $97K | Hold |
1,446
| – | – | 0.04% | 275 |
|
|
2015
Q2 | $84K | Hold |
1,446
| – | – | 0.03% | 299 |
|
|
2015
Q1 | $88K | Buy |
+1,446
| New | +$88K | 0.04% | 286 |
|